Filed May 20, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,760 | $68,719-15.9% | $91,541-36.9% | $84,808-31.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.86% | 19.12%-5.3pp | 20.50%-6.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,319 | $1,920+72.9% | $2,505+32.5% | $2,631+26.1% |
| Participant deferral / active EE | $6,958 | $3,136+121.9% | $4,008+73.6% | $4,212+65.2% |
| Admin fee / account holder | $772 | $5,786-86.7% | $6,956-88.9% | $7,344-89.5% |